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Sagard Holdings Management’s Brookfield Asset Management BAM Stock Holding History

Sagard Holdings Management’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$40K Sell
703
-7
-1% -$416 0.2% 41
2025
Q2 		$39.3K Buy
+710
New +$38.1K 0.11% 44

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sagard Holdings Management's BAM Position: Q3 2025 in Review

Sagard Holdings Management reduced its Brookfield Asset Management (BAM) stake by 0.99% in Q3 2025, selling an estimated $416 and leaving 703 shares worth $40K. The position accounts for 0.2% of the portfolio, ranked #41.

Sagard Holdings Management first reported a position in BAM in Q2 2025 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

  • Sagard Holdings Management held 703 shares of Brookfield Asset Management worth $40K as of Q3 2025.
  • Sagard Holdings Management sold 7 Brookfield Asset Management shares in Q3 2025, an estimated $416.
  • Brookfield Asset Management made up 0.2% of Sagard Holdings Management's portfolio in Q3 2025, its #41 holding.
  • Sagard Holdings Management first reported a position in Brookfield Asset Management in Q2 2025 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.